2 HOUR RECORDED LEARN BY DOING WORKSHOP

Build Better Systems: A Learn By Doing Experience To Mapping Legal Workflows

Tired of

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Tired of missing court deadlines?

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Having staff miss important messages?

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reinventing solutions for recurring challenges?

During the workshop, we’ll share

  • Proven workflow mapping techniques that work for any practice area
  • Step-by-step client journey mapping framework
  • Strategic approach to identifying and documenting key processes
  • Methods to spot and eliminate bottlenecks
  • Templates for creating clear, actionable SOPs

FREE 30 DAY ACCESS

Your purchase includes 30 days access to ProcessGPT, a custom AI assistant designed to help law firms save countless hours of trial and error while building key legal workflows.

Proven workflow mapping techniques that work for any practice area

Step-by-step client journey mapping framework

Strategic approach to identifying and documenting key processes

Methods to spot and eliminate bottlenecks

Templates for creating clear, actionable SOPs

In this hands-on workshop, We’ll show you

How to map your client’s journey, from first contact to file closing
A simple technique to document your workflows so you can more effectively train and delegate
Strategies to create SOPs that enhance consistency and quality
How to identify opportunities for automation and delegation

By the End of the Workshop, You’ll Leave With

A visual map of your client’s customer journey from the moment they become a client of your practice.
A completed intake process.
A set of SOPs for your intake process
A plan to introduce automation to your intake process.

Here’s what you can expect from Your Live Workshop Experience

Welcome and Setting Expectations
Client Journey Mapping
Understanding the client experience
Identifying key touchpoints
Workflow Process Mapping
Core mapping techniques
Identifying bottlenecks
Optimization strategies
Creating Effective SOPs For Your Practice
SOP fundamentals
Documentation best practices
Implementation strategies
Demonstration: Using SOP AI Assistant
Generate consistent procedures with limited information
Q&A Session / Feedback
2 HOUR RECORDED LEARN BY DOING WORKSHOP

Build Better Systems: A Practical Guide To Mapping Legal Workflows

March 1, 2025

09:00

Replay Included
for 30 days

about Romesh

When I started Signal Lawyers in 2017, I initially thought technology alone would be all that is needed to creating a digital-first legal practice tailored to Canadians looking to build digital-first companies and find practical solutions to legal disputes.

I’ve since discovered that that the secret isn’t in the technology tools themselves—it’s in creating intentional workflows that make these tools truly valuable for a legal practice.

This workflow-first approach transformed how I use AI in my practice, helping me save 10+ hours weekly while maintaining the highest professional standards.

In this workshop, I share simple strategies to map customer journeys and workflow processes that you can then use to introduce automation into your legal practice.

about romesh

When I started Signal Lawyers in 2017, I initially thought technology alone would be all that is needed to creating a digital-first legal practice tailored to Canadians looking to build digital-first companies and find practical solutions to legal disputes.

I’ve since discovered that that the secret isn’t in the technology tools themselves—it’s in creating intentional workflows that make these tools truly valuable for a legal practice.

This workflow-first approach transformed how I use AI in my practice, helping me save 10+ hours weekly while maintaining the highest professional standards.

In this workshop, I share simple strategies to map customer journeys and workflow processes that you can then use to introduce automation into your legal practice.

Got Questions?

2 HOUR RECORDED LEARN BY DOING WORKSHOP

Build Better Systems: A Practical Guide To Mapping Legal Workflows

Thriving Practices in 2025 Will

Build AI-powered systems to handle routine tasks while you focus on high-value work
Create efficient practice systems that blend human expertise with AI capabilities
Use AI to provide more value to clients while reducing administrative burden

This Workshop Delivers

Step-by-step frameworks to create AI workflows that save 10+ hours weekly
A complete blueprint for building your AI-powered legal support team
Use AI strategically to enhance client service without compromising ethics
Build AI-powered systems to handle routine tasks while you focus on high-value work
Step-by-step frameworks to create AI workflows that save 10+ hours weekly
Create efficient practice systems that blend human expertise with AI capabilities
A complete blueprint for building your AI-powered legal support team
Use AI to provide more value to clients while reducing administrative burden
Use AI strategically to enhance client service without compromising ethics